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Senior Tax Manager | Strategic Leadership Role | High-Growth Public Accounting Firm This Jobot Job is hosted by: Jeremy Pike Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $180,000 - $265,000 per year A bit about us: We are a growing public accounting and advisory firm focused on providing sophisticated tax, consulting, and business advisory services to high-net-worth individuals, privately held businesses, partnerships, and multi-entity organizations. Our firm combines a collaborative culture with challenging client work, offering professionals the opportunity to build meaningful client relationships while advancing their careers in a leadership-oriented environment. As we continue expanding, we are seeking experienced tax leaders who want to influence firm growth, mentor teams, and serve as trusted advisors to complex clients. Why join us? Leadership visibility and strategic influence within the firm Exposure to sophisticated HNW and multi-entity client structures Opportunity to shape processes, mentor teams, and drive growth initiatives Collaborative environment with direct access to partners Hybrid flexibility and strong long-term advancement potential Generalist platform with broad technical exposure Competitive compensation package and bonus opportunities Job Details We are seeking a Senior Tax Manager to lead complex tax engagements, oversee client relationships, mentor teams, and contribute to firm leadership initiatives. This position is ideal for a technically strong tax leader who enjoys client advisory work, team development, and helping drive the continued growth of a successful public accounting firm. Responsibilities Lead and review complex tax engagements for corporations, partnerships, and HNW individuals Provide strategic tax planning and consulting services Serve as a trusted advisor to key clients and business owners Mentor managers, supervisors, and staff accountants Review complex federal, state, and multi-state tax filings Drive engagement planning, workflow management, and quality control initiatives Participate in recruiting, training, and business development efforts Identify tax-saving strategies and advisory opportunities for clients Collaborate with firm leadership on operational and strategic initiatives Qualifications 10+ years of progressive public accounting tax experience Strong expertise across 1040, 1065, 1120S, and 1120 returns Significant exposure to high-net-worth and multi-entity clients Experience leading teams and managing client relationships Proficiency with CCH Axcess Tax required Strong multi-state tax knowledge preferred Active CPA license strongly preferred Trust & Estate experience is a strong plus Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Position: HR Generalist Reports To: Director of Human Resources Location: Copiague NY Terms: Full-Time Salary: 80,000 - 90,000 annually Position Summary The HR Generalist provides HR support for the U.S. facility and serves as a key partner to site leadership. This role delivers guidance on employee relations and compliance while ensuring alignment with broader North American HR practices. The position works independently, supports cross‑border initiatives, and contributes to HR process improvements across Canadian and U.S. operations. Key Responsibilities Provide HR Support • Provide front-line HR support to employees, supervisors, and managers in the U.S. facility., • Lead employee relations matters, including investigations, corrective actions, and documentation., • Advise managers on performance management, coaching, and conflict resolution. Talent Acquisition & Onboarding • Oversee full-cycle recruitment for U.S. roles, including sourcing, interviewing, and selection., • Lead onboarding and orientation programs that ensure consistency with North American processes., • Support workforce planning and talent pipeline development for critical roles. HR Operations & Payroll Coordination • Coordinate time & attendance, review hours, and provide accurate payroll inputs. Act as a backup for US payroll process as required., • Maintain HRIS data integrity and support reporting for U.S. workforce metrics., • Recommend process improvements to streamline HR operations across both countries., • Oversee immigration file including liaising with external partners and administering employee immigration files. Compliance & Policy Governance • Ensure compliance with all U.S. federal and state employment laws., • Maintain employee documentation and records., • Support audits, inspections, and regulatory reporting. North American Collaboration • Collaborate on cross border projects, including policy alignment, process standardization, and HR system enhancements., • Support North American engagement initiatives, training programs, and cultural alignment efforts. Engagement, Culture & Development • Lead employee engagement initiatives, recognition programs, and communication activities for the U.S. site., • Deliver or coordinate training sessions (supervisory skills, DEI, compliance, safety, etc.)., • Serve as a cultural ambassador and trusted advisor for employees. Qualifications Experience & Education • 10+ years of progressive HR experience, with strong generalist exposure., • Experience in a manufacturing, distribution, or industrial environment strongly preferred., • Bachelor’s degree in Human Resources, Business, or related field; SHRM certification preferred. Technical Skills • Strong knowledge of U.S. employment legislation, and state-specific requirements., • Proficiency with HRIS systems, payroll inputs, and time/attendance systems., • Strong analytical and reporting skills with attention to detail. Competencies • Strong judgment, discretion, and decision making skills., • Ability to build trust and influence leaders at multiple levels., • Excellent communication, coaching, and conflict resolution abilities., • Ability to manage multiple priorities with minimal supervision., • Collaborative mindset with ability to work across borders.

Client Service Associate, Wealth Management & Insurance Support Location: Melville, NY | In Office Schedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibility Compensation: $80,000 to $95,000 base salary, depending on experience | Bonus potential | Profit sharing eligibility About the Role Our client, a growing wealth advisory firm, is hiring a detail-oriented and service-minded Client Service Associate to support day-to-day investment account servicing, client service operations, annuity processing, and life insurance underwriting and servicing. This role is ideal for an experienced wealth management client service professional who can step in with strong operational judgment, manage multiple priorities, learn quickly, and keep complex client, advisor, insurance, and internal workflows moving with accuracy and follow-through. This is a strong long-term opportunity for someone who wants to grow within a collaborative financial services firm and be part of a team that takes a coordinated, relationship-first approach to serving clients. What You’ll Do • Support investment account openings, account maintenance, ACAT transfers, money movement requests, and other service items, • Support the life insurance underwriting process, including applications, medical exam coordination, APS requests, carrier follow-up, and policy issuance steps, • Prepare, review, and process client paperwork for new accounts, account updates, annuities, insurance, and ongoing servicing needs, • Coordinate with custodians, broker-dealer partners, insurance carriers, vendors, advisors, and internal team members to keep client work moving forward, • Track open service items, outstanding paperwork, underwriting requirements, and next steps to ensure timely follow-through, • Maintain accurate and organized client records, documentation, and account-related files, • Assist with the preparation of client meeting materials and provide administrative and operational support to advisors, • Serve as a professional point of contact for client service questions related to investment accounts, annuities, insurance, and paperwork, • Help improve internal workflows, tracking systems, and service processes as the firm continues to grow, • Over time, support additional operational workflows related to retirement plans, pensions, and broader planning needs as the role evolves What We’re Looking For • 4+ years of hands-on experience in wealth management operations, client service, investment account support, insurance/annuity processing, or a similar financial services support role, • Strong working knowledge of investment account servicing, client documentation, custodial processes, transfers, money movement, and account maintenance workflows, • Exposure to life insurance underwriting, annuity processing, or insurance carrier workflows is strongly preferred, • High-capacity multitasker who can manage competing priorities, track details carefully, and adapt as client, advisor, and team needs shift, • Strong intellectual curiosity, sound judgment, and ability to quickly understand processes, systems, and client workflows, • Professional, warm, and polished communication style with clients, advisors, and other stakeholders, • Team-oriented, highly responsive, and comfortable operating in an information-rich environment where details and follow-through matter, • Interest in building a long-term career within wealth management, insurance, and financial planning, • Experience with Cetera, Redtail CRM, Black Diamond, custodial platforms, broker-dealer systems, or similar wealth management technology is a strong plus, • Bachelor’s degree strongly preferred; will consider candidates with strong relevant experience, • Life & Health insurance license is a plus, or a willingness to obtain after hire, • Investment licenses are not required; candidates with active licenses or an interest in pursuing investment licensing over time are welcome. Why This Role • Stable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUM, • Meaningful exposure to investment and insurance operations, advisor support, and high-touch client service, • Collaborative team environment with mentorship from experienced professionals, • Competitive compensation with annual bonus potential and profit-sharing eligibility, • Medical benefits, 401(k) with employer match, generous PTO, and summer Fridays

Job DescriptionOverviewThe Director of Governance, Risk Management & Compliance (GRC) will lead API’s global IT and security GRC program, reporting to the CISO. This leader is accountable for the company’s cyber risk management framework, regulatory compliance posture, vendor risk program, and data governance strategy. Success in this role requires the ability to identify, evaluate, and communicate security risks — and to influence strategy across a diverse technology landscape that spans new platforms and legacy business-critical systems. This leader must balance rigorous risk management with business agility, positioning security as an enabler rather than an obstacle. Key Responsibilities • Risk Management: Lead organization-wide risk analysis, maintaining a risk register with documented remediation and mitigation plans. Serve as the primary advisor on information security risks to security management and business unit leads., • Compliance & Audit: Establish and own the strategy for managing security audits, compliance checks, and external assessments — including GDPR, SOC 2, ISO 27001, CCPA, and other applicable standards. Liaise with internal and external auditors to implement and sustain required controls., • Vendor & Third-Party Risk: Build and manage a comprehensive vendor risk program, evaluating the cybersecurity and data protection controls of third parties, vendors, and business partners., • GRC Program Maturation: Drive ongoing security program improvement by amplifying areas of strength and developing actionable plans to address gaps. Develop and report key metrics to security and business leadership., • Data Governance & Protection: Lead data governance and data protection programs, ensuring alignment with enterprise risk management principles and up-to-date documentation of systems and processes., • Controls & IT Compliance: Facilitate IT compliance across identified controls, including IT general controls (ITGCs), application, cloud, and cybersecurity controls., • Policy & Communications: Document, communicate, and enforce security policies that balance risk with business operations. Champion cybersecurity best practices across all business units to reduce the organization’s attack surface., • Incident Response: Oversee GRC-related incident response activities, tracking occurrences and resolutions with strict documentation and reporting protocols., • Access Review: Manage the access review process to ensure appropriate access is consistently granted, maintained, and revoked.Success Metrics, • Risk register is current, with documented mitigation plans and clear ownership for all identified risks., • SOC 2, ISO 27001, and other applicable certifications and audits are managed on schedule with no critical findings., • Vendor risk program covers all strategic third parties with completed assessments and remediation tracking., • Security metrics are reported regularly to executive leadership with measurable program improvement over time., • Security policies are actively communicated, adopted, and embedded across business units., • Data governance documentation is current and aligned with enterprise risk and compliance requirements. Required Skills, Education and Experience Experience • 7–10+ years of experience in cybersecurity, spanning security analysis, compliance and regulatory affairs, risk management, or audit., • Demonstrated experience leading and managing GRC programs, including risk registers, remediation planning, and executive-level reporting., • Proven track record managing security audits and assessments for SOC 2, ISO 27001, GDPR, CCPA, and other standards; familiarity with PCI, HITRUST, and GLBA is a plus., • Hands-on experience with vendor and third-party risk management programs, including evaluation of cybersecurity and data protection controls., • Experience with incident response tracking, documentation, and reporting., • 2+ years of experience with AWS and/or Microsoft Azure cloud security configuration and management preferred. Skills & Competencies • Proven ability to lead and influence across business units, translating complex risk concepts for both technical and non-technical audiences., • Strong understanding of IT general controls, cloud controls, and how they intersect with business operations., • Balances risk management with business efficiency — security controls should enable, not obstruct, business objectives., • Strong project management skills with the ability to manage multiple audits, assessments, and programs simultaneously., • High integrity and professionalism, with the confidence to represent the organization at the executive level., • Outstanding written and verbal communication skills, producing thorough documentation and presenting clearly to varied audiences., • Organized, efficient self-starter capable of operating with minimal supervision. Education & Certifications • Bachelor’s degree, trade school certification, or equivalent professional experience required; Master’s degree desirable., • Preferred certifications (not required): CISSP, CISM, CISA, CRISC, or GSLC. Compensation: $160,000 - $190,000 USD, commensurate with experience Who We Are API is the global leader for crew accommodation solutions, and we are changing the way businesses manage travel. Our technology platform streamlines the entire crew planning process, making day-to-day operations more efficient and elevating the crew layover experience. API’s proprietary technology, mobile solutions and our experienced team are positioned to offer our clients a complete, end-to-end platform that integrates seamlessly into their process. We are looking for dynamic, creative, and tech savvy individuals to join our team. If you are passionate about hard work, providing impeccable service, technology, and solutions to our clients then API may be a great fit for you! Other Duties Duties, responsibilities and activities may change at any time according to business needs. The performance of additional responsibilities if you are designated as a Data Protection Champion (DPC), Senior Information Risk Owner (SIRO) or Information Assurance Accounting Officer (IAAO). Work Environment This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk; use hands to finger, handle or feel; and reach with hands and arms. AAP/EEO Statement Accommodations Plus International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. Powered by JazzHR qwnNl28oEi

Job Description$70,000 - $95,000 + VIP Bonus The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India. Job Description As a Consultant on the Professional Services team, you will serve as a trusted advisor, partnering with customers to deliver successful software implementations from project kickoff through go-live. You will leverage your expertise in system configuration, data conversion, training, and business process consulting to help customers achieve their business objectives and maximize the value of their investment. Working closely with customers, project teams, and both internal and external stakeholders, you will gather requirements, design solutions, and ensure alignment between project goals and organizational priorities. As a key member of the MGA Professional Services team, you will combine technical knowledge with business acumen to drive project success, deliver exceptional customer experiences, and serve as the primary resource responsible for the successful implementation of assigned projects. Core Requirements and Responsibilities: Essential job functions included but are not limited to the following: · Lead the implementation efforts for complex projects, including requirement gathering, analysis, documentation, and execution of business needs, functional and non-functional specifications, use cases, and process flows · Manage the full lifecycle of enterprise SaaS implementation projects from kickoff to user acceptance testing, training, and delivery · Work with the technical implementation team to ensure technical requirements are understood and completed · Work closely with product and engineering team to ensure relevant customer feedback is considered in the roadmap and feature/bug prioritization · Execute data conversion tasks, author project deliverables, and provide application configuration consulting throughout the project lifecycle · Collaborate with project sponsors and stakeholders to ensure a thorough understanding of business objectives and technical solutions, aligning them with overarching PS goals · Communicate project deliverables at all levels, and make sure items are executed on time, to budget, with high quality · Participate in project planning, scoping calls, and estimation activities, providing valuable insights and contributing to project scope definition, which will include writing statements of work (SOWs) · Understand customer needs and translate them into configurable requirements · Excellent relationship-building skills to effectively collaborate with partners across all levels of the organization to understand their business, challenges and opportunities · Proven ability to produce high-quality deliverables, including clear and concise business documents, reports, and presentations · Conduct thorough research and analysis to identify process improvement opportunities and provide recommendations for optimizing project delivery · Collaborate with cross-functional teams, including development and QA as well as other project/program managers, to ensure successful implementation of projects · Proactively identify and address project issues, risks, and dependencies to mitigate potential challenges and ensure project success · Detail-oriented mindset with the ability to manage multiple priorities and meet project deadlines · Facilitate effective communication and knowledge sharing among project team members and stakeholders · Mentor and guide other consultants, providing support, feedback, and sharing best practices to enhance their skills and performance · Stay up to date with industry trends, best practices, and emerging technologies related to business analysis and software development · Adaptability and flexibility to thrive in a dynamic and fast-paced software development environment Knowledge, Skills and Abilities: · MS Office Applications · Working knowledge of backend development systems · Strong knowledge of Agile development methodologies · Exceptional communication (verbal and written) and interpersonal skills, with the ability to build relationships with technical and non-technical stakeholders both internally and externally facing · Proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution · Expertise in requirement gathering techniques, documentation standards, and software implementations · Strong analytical and problem-solving abilities, with a detail-oriented mindset · Ability to effectively prioritize workload and tasks to meet deadlines · Excellent presentation and communications skills, both written and verbal · Outstanding time management skills · Ability to effectively solve problems, react to situations decisively and effectively · Flexible, easily adaptable to change, creative and innovate Qualifications: · BA/BS degree or equivalent practical experience · 5+ years of experience working as a Consultant in the MGA insurance industry · 5+ years of experience in a Professional Services organization · Strong knowledge of insurance business practices and structure · Broad knowledge of policy administration systems, raters, and other insurance business applications · Experience managing or working with enterprise customers · Strong knowledge of insurance accounting practices preferred · Knowledge of insurance industry-specific standards and regulations preferred · Experience in facilitating workshops and conducting user interviews preferred · Familiarity with project management methodologies and frameworks (e.g., PMBOK) preferred Additional Requirements and Details: Travel required up to 10% of the time. Ability to work remote with a stable internet connection on an as needed basis. Located and working from an office location (when required). Occasional lifting and/or moving up to 10 pounds. Frequent repetitive hand and arm movements required to operate a computer. Specific vision abilities required by this job include close vision (working on a computer, etc.). Frequent sitting and/or standing. THE VERTAFORE STORY Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we’re proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight— right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers. The Vertafore Way Insurance is about relationships, and technology should make those relationships stronger. That’s why, at Vertafore, it’s our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about. · Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces. · Win Together: We work together as one team, showing empathy and respect along the way. · Show Up Curious: We work to challenge one another to push boundaries and think beyond the box. · Say It, Do It: We honor every one of our commitments because integrity is important to us. · Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs. · We Love Insurance: We appreciate the impact insurance has on the world. Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions! Vertafore is a drug free workplace and conducts preemployment drug and background screenings. The selected candidate must be legally authorized to work in the United States. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law. We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Job Description As the Senior Director (In-House Counsel) you will be responsible for overseeing and directing the corporate compliance program. Providing legal guidance to the IPRO staff and serve as liaison on legal issues with IPRO contracted legal firms. Provide guidance/assistance for completion of all legal documents including contracts and other agreements. ESSENTIAL DUTIES INCLUDE BUT ARE NOT LIMITED TO: • Provide leadership in the daily operations of the Administrative Services Department, which includes Legal Affairs, Compliance and Contracts Program., • Contract Management: Draft, review and negotiate terms and conditions of legal documents such as leases, contracts, privacy, and security agreements, etc. within prescribed timeframes., • Regulatory Compliance: Ensure company operations comply with local, state, and federal laws. Assist in implementation of programs, policies, and business practices to ensure that all departments in the company are in compliance with applicable statutes and regulations., • Training: Develop and provide employee training on legal and compliance-related topics, policies, or procedures., • Risk Management: Identify legal risks for company products, services and operations and assist in development of corporate risk management strategies to mitigate them., • Investigations: Identify reported issues that require follow-up or investigation and conduct internal investigations of detected compliance issues., • Internal Auditing: Conduct periodic internal reviews or audits to ensure that company procedures are followed and to monitor effectiveness of implemented corrected actions., • Reporting: Maintain documentation of compliance activities, including but not limited to, complaints received and investigation outcomes. Conduct legal reviews for assigned contracts which may include compilation of applicable laws, regulatory guidance, literature reviews, and preparation of advisory reports., • Internal Advisor: Serve as a confidential point-of-contact for employees to communicate with staff, at all levels, to help them seek clarification on compliance issues or report irregularities/violations., • Outside Counsel Management: Coordinating with external law firms on specialized litigation or transactions. Manage outside counsel and Legal Department staff., • Corporate Governance: Support governance functions and Board-related activities. Provide staff support to the IPRO Board Compliance Committee and Board Cybersecurity Committee., • Policy Development. Responsible for updating, implementing and writing company-wide policies and procedures consistent with federal, state and local regulatory mandates., • Publishes and updates corporate policies and procedures pertaining to legal and compliance matters., • Proposal Development. Assist in the preparation of the federal, state and private Requests For Proposals including preparation of analyses of Conflict of Interest issues and compliance plans as well as review of nondisclosure/teaming agreements, contracts, subcontracts, and independent contractor agreements., • Records Management: Serve as corporate Records Custodian. Assist outside counsel on document production requests and litigation matters This position is office based at our Jericho, NY office QUALIFICATIONS: • Ability to plan, coordinate and complete many projects simultaneously., • Ability to proactively solve problems and contribute decision-making affecting corporate strategy., • Strong business acumen, excellent verbal and written communication skills., • Ability to relate interpersonally to all levels of staff. EDUCATION & EXPERIENCE: • Juris Doctor Degree from ABA-accredited law school, required., • Admission to New York State Bar, required. License must be active and in good standing., • Seven (7) years legal experience including three years experience in field of Government Contracting or Compliance, required., • Three years supervisory experience, required. The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. The annualized salary range for this position is $165,000.00 – $180,000.00. Actual salary range and /or hourly rate depends on a variety of factors including experience, education, credentials, location, and budget. The salary range and/or hourly rate listed does not include other forms of compensation or benefits. IPRO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or military status.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/ Compensation: $60,000 - $100,000 yearly Responsibilities: • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Qualifications: • Must possess uncompromising integrity and the ability to communicate complex ideas, • Must have the ability to successfully network and prospect for new clients, • Relationship management skills are required About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are currently looking for a Senior Manager to join our Outsourced Finance & Accounting team focused on special projects in the Public/Government Sector. This team assists our clients in transforming their organizations through a collaborative approach that enables them to manage risk, overcome challenges, meet deadlines, and identify personnel to address their workforce needs. EisnerAmper's Outsourced Accounting Services Public Sector team partners with municipalities, special districts, authorities, and agencies to stabilize accounting operations, modernize systems, and deliver timely, GAAP/GASB-compliant reporting. The Senior Manager serves as a hands-on engagement lead who blends strategic advisory with roll-up-your-sleeves execution across the monthly close, internal controls, grants and projects, and financial reporting. Please note that this is a hybrid position, where you would be expected to go to our local office, 2-3 days a week. You must be available to work Eastern and/or Central time zones. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Lead multiple outsourced accounting engagements for government clients; act as primary point of contact to Finance Directors, Controllers, and CFOs. Own the monthly close calendar and review of reconciliations (cash, AR/AP, grants, capital projects, debt, fixed assets), journal entries, accruals/deferrals, and workpapers. Prepare/review GASB-compliant financial statements (governmental and proprietary funds), MD&A inputs, note disclosures, and supporting schedules; coordinate ACFR contributions as applicable. Translate audit requirements into practical processes; manage PBC coordination and drive remediation of audit findings. Assess workflows and internal controls; design scalable improvements (segregation of duties, approvals, monitoring controls, documentation standards). Oversee budgets, forecasts, and variance analyses, and KPIs for leadership/governing boards. Guide chart of accounts design, fund/department/program/project/grant dimensionality, and reporting structures within client ERPs. Support grants administration (allowability, cost allocation, drawdowns, reporting) and capital project accounting (bond proceeds, CIP, budget-to-actual). Plan and manage special projects (system transitions, data cleanup, policy/SOP development, single audit preparedness). Coach, review, and develop OAS staff; manage engagement economics (scope, budgets, staffing, timelines). BA/BS degree in accounting or related field 8+ years of progressive accounting experience with significant GASB audit and/or public-sector finance Deep knowledge of fund accounting and core GASB areas (leases, pensions/OPEB, capital assets, revenue recognition, restricted resources) Prior supervisory experience CPA certification Experience supporting ACFR production, grants management, capital projects, debt, and single audit readiness.. Demonstrated ability to run a month-end close and produce audit-ready schedules and reconciliations. Proven process improvement and internal control design experience. Advanced Excel; proficiency with at least one government-focused ERP or cloud GL (e.g., Tyler/Munis, OpenGov, Infor/CloudSuite, Microsoft Dynamics 365, Sage Intacct, NetSuite, MIP/Abila, QuickBooks). Exceptional communication skills with the ability to brief finance leaders and boards succinctly. Mindset: strategic advisor and hands-on operator; comfortable leading and doing. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law. The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals. Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers. Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees including 450+ partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: _ #LI-IN1 #LI-Hybrid Baton Rouge

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/ Compensation: $125,000+ plus commission training allowance bonus benefits Responsibilities: • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Qualifications: • Required to effectively network to identify potential new clients, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

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All candidates must be able to pass a drug test in compliance with FMP company policy and 10 CFR 707.

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Performs complex diversified clerical duties related to the operational needs of the office/department.Performs complex administrative duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking mes

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It is the policy of CN Guidance and Counseling Services, Inc.

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

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This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Balances services technicians turn-in paperwork against computer reports and completes reconciliation reports of technician credit cards according to company policy.

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Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

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Review Documentation:/strong Ensure that documentation meets medical policy guidelines to expedite the approval process.

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Hofstra University is nationally ranked and recognized as Long Island's largest private university located in Hempstead, N.When you work at Hofstra, you join a team of talented professionals committed to preparing students for the challenges of tomorrow, in an environment that cultivates learning th

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